Download our PDF Guide to Email Marketing Success - Vertical ...

Step 1: Select salesforce.com Campaign
All you’re doing here is selecting the
Campaign whose members you’d like to use
as a list. If you have a lot of Campaigns, use
the built in search functionality to find the
Campaign you want.
Step 2: Map Your Fields
Selecting a Campaign will bring up the Map
Your Fields step. This is identical to the
Map Your Fields step that’s encountered if
you use the Create a New List of Leads &
Contacts option.
On this page you select which fields of data
- like First Name, Last Name, City, etc. - you
want to pull from your records into your list. Email Address is checked by default since it is
the only field that is absolutely necessary to send an email out.
But one of the great things about sending an email out through VerticalResponse is that
you can personalize your message using any data in your list. So if you pull over First
Name, you’ll be able to insert each recipient’s first name into the message. You can use
the standard fields we provide or use the blank fields towards the bottom of the page
to create any field that we do not provide by default - just use the drop down menus to
choose the Lead and Contact fields you want to pull over and then use our provided fields
to name them in your list.
Click next when you’re finished. Note that we’ll go over exactly how you can personalize
your email message later on in this guide.
18